Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 4,261 institutions that hold shares in the stock, with a total of 1.41 Billion shares, which have been reported (via 13F filing form) to have a value of $212 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Jul 21, 2025 Q1 2025 |
48,721
shares
|
$7.31 Million
0.78% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
48,684
shares
|
$7.3 Million
1.06% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Apr 16, 2025 Q1 2025 |
47,915
shares
|
$7.19 Million
0.98% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
47,876
shares
|
$7.18 Million
0.45% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
May 28, 2025 Q1 2025 |
47,850
shares
|
$7.18 Million
3.02% of portfolio
|
Q1 2025
Reduced 5.85%
|
|
|
Woodstock Corp
|
Jul 09, 2025 Q2 2025 |
47,797
shares
|
$7.17 Million
0.63% of portfolio
|
Q2 2025
Reduced 4.79%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
47,748
shares
|
$7.16 Million
0.68% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
47,671
shares
|
$7.15 Million
1.1% of portfolio
|
Q3 2023
Added 6.12%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Apr 15, 2025 Q1 2025 |
47,640
shares
|
$7.15 Million
1.1% of portfolio
|
Q1 2025
Added 2.62%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Apr 22, 2025 Q1 2025 |
47,618
shares
|
$7.14 Million
0.58% of portfolio
|
Q1 2025
Reduced 30.08%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
47,537
shares
|
$7.13 Million
0.5% of portfolio
|
Q1 2025
Added 7.43%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
47,483
shares
|
$7.12 Million
0.61% of portfolio
|
Q3 2022
Added 14.93%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
47,363
shares
|
$7.11 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.49%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
47,344
shares
|
$7.1 Million
0.4% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Insight Folios Inc
|
Oct 24, 2024 Q3 2024 |
47,287
shares
|
$7.09 Million
2.49% of portfolio
|
Q3 2024
Added 7.32%
|
|
|
Hamel Associates, Inc.
|
May 06, 2025 Q1 2025 |
47,286
shares
|
$7.09 Million
2.69% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Contravisory Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
47,209
shares
|
$7.08 Million
1.4% of portfolio
|
Q2 2025
New holding
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
May 08, 2025 Q1 2025 |
47,205
shares
|
$7.08 Million
1.52% of portfolio
|
Q1 2025
Reduced 5.98%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Jul 18, 2025 Q2 2025 |
47,007
shares
|
$7.05 Million
1.53% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
Apr 18, 2025 Q1 2025 |
46,973
shares
|
$7.05 Million
0.89% of portfolio
|
Q1 2025
Reduced 11.16%
|
|
|
Wood Trust Financial Corp
|
Jul 23, 2025 Q2 2025 |
46,912
shares
|
$7.04 Million
0.08% of portfolio
|
Q2 2025
Added 5.89%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jul 17, 2025 Q2 2025 |
46,777
shares
|
$7.02 Million
1.55% of portfolio
|
Q2 2025
Added 31.77%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Apr 17, 2025 Q1 2025 |
46,715
shares
|
$7.01 Million
2.15% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
46,711
shares
|
$7.01 Million
0.48% of portfolio
|
Q2 2022
Added 8.67%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
46,628
shares
|
$7 Million
0.47% of portfolio
|
Q2 2025
Reduced 7.36%
|